IHS Markit Technology is now a part of Informa Tech.
The majority of the research portfolio is available on this site.
For access to Automotive, Energy & Power, and Cost Benchmarking & Teardown Analysis,
please visit benchmarking.ihsmarkit.com.

This Market Tracker provides accurate data and analyses—including market size, forecasts, and market trends—to help clients make better business decisions in the NFV hardware, software, and services market.

On August 23rd, China raised tariffs on about $75 billion in goods from the US, including agricultural and automotive products. In response, President Trump announced later the same day that he was raising the impending tariffs on about $300 billion in goods from China, broken into two waves, from 10% to 15%.

Impacted by softening markets and rising uncertainty in global trade and economy, semiconductor spending of the world’s top OEMs will face the steepest decline in a decade.
IHS Markit estimates that worldwide top OEMs semiconductor spending in 2019 will amount to $316.6 billion, down 7% from 2018. The decline came following two years of double-digit growth, which pushed the served available market (SAM) to its highest level ever at $340.2 billion last year.

On the 8th of August, Samsung Electronics North America unveiled the price of their most advanced mass-produced B2B direct view LED video display, ‘The Wall Professional’. The price announced is $20,033 USD per cabinet of 806.4x453.6mm, which is equivalent to $54,767 USD per square meter, often used as the industry’s standard benchmark for pricing these displays.

This semi-annual database tool from IHS Markit is the only research available that examines system design activities of just under 250 of the world’s leading electronic OEMs (ex: Apple, Samsung, Lenovo, etc) at the regional and country level.

Many signage manufacturers offering both types of videowall products align their portfolio offerings for these displays with different intended markets and positioning. Depending on the application, traditional benefits of LCD videowalls include lower cost, standard sizes, and superior image quality. On the other hand, LED videowalls offer high brightness, no bezel gaps, and can be configured in custom sizes, albeit at a much higher cost and power consumption than that of their LCD counterparts.

InfoComm is the largest professional audiovisual trade show in North America focused on the ProAV industry, and is part of a global alliance of trade shows, produced by AVIXA and its partners worldwide. InfoComm 2019 was held from June 8-14 in Orlando, Florida.
This year the show counted 44,129 registered attendees, of which 18% traveled from 117 countries outside of the U.S. Over 900 companies exhibited their products at the show.

In the Electronics Equipment & Semiconductor Forecast Market Tracker, which is an executive summary supplement to the AMFT, IHS Markit forecasts the electronic equipment and semiconductor component device markets for every calendar quarter. Revenue forecasts cover the major equipment markets and component families, and present both a two-year quarterly revenue forecast and a five-year annual revenue forecast.

The Application Market Forecast Tool (AMFT)™ lets you view actual and forecast data by application equipment or by approximately 50 semiconductor device categories. You can create top line market views or drill down into detailed analysis of a specific semiconductor component or application equipment category.

The Application Market Forecast Tool (AMFT)™ lets you view actual and forecast data by application equipment or by approximately 50 semiconductor device categories. You can create top line market views or drill down into detailed analysis of a specific semiconductor component or application equipment category.

The Consumer Electronics industry is in the middle of two critical weeks related to the US-China trade war, and the implications for the consumer electronics industry broadly, and the TV industry specifically, are significant.
This analysis breaks down the current situation, impacts of key decisions.

Global TV demand in Q1'19 saw moderate growth, better than expected. Ongoing trade issues between the US and China have resulted in some very unusual shipment patterns in North America, which has led to some stockpiling of inventory. In an effort to control that inventory, price erosion has been huge in the US, which has spurred a boom in sell-through.
TCL shipments to retailers in North America surged, with the brand overtaking Samsung for the top market share position on a unit basis in Q1'19, though Samsung maintained the top market share on a revenue basis.
The attached analysis takes a highlight look at the results from Q1 2019 shipments, and our take on what happened.